Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National
JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
David Lau on Ways to Enhance the Tax Efficient Frontier at NAPFA Session
Jefferson National's COO presents a tax deferral twist on Markowitz's efficient frontier at NAPFA Salt Lake.
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'
A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
Laurence P. Greenberg President, Jefferson National Life Insurance Co., New York City What Drives Him: "One: To do something that no one has done before. Two: To...
Optimizing Time Off
It's 2 a.m. -- do you know where your fellow FAs are? If they're members of the Excellent Investment Advisor Study Group, they very well could...